Rock Martin Private Wealth Management
About the Business
Rock Martin Private Wealth Management is a prestigious finance institution located at 9784 West Yearling Road in Peoria, Arizona. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, Rock Martin Private Wealth Management is committed to providing top-tier financial advice and guidance to individuals and families. Contact us today to learn more about how we can help you plan for a prosperous tomorrow.
Photos
Location & Phone number
9784 W Yearling Rd Suite B-1540, Peoria, AZ 85383, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I've been with Marty since 2008 and he has been great! He's very knowledgeable and quickly responds to any questions or requests that I have. He keeps level-headed and calm during bad times (Great Recession) and helped me do the same and he's done the same when the economy is great. He's the greatest asset to my assets."
"I began working with Marty Urbanowicz of Rock Martin Wealth Managemt in 2008. Shortly after my initial investment with Rock Martin as I witnessed the level of professionalism and Marty's sincere interest in creating a plan for me to achieve my financial goals. Along with Marty's hands on approach of explaining his short term and long term strategies to achieve those goal. I turned my entire investment package over to Marty Urbanowicz and Rock Martin Wealth Management. And I more than satisfied. Marty is dependable, reliable and always accessible. At times when the market looks shaky Marty reaches out via telephone or emails with data and an explanation of what is happening and his approach to riding out the storm. Marty has exceeded my expectations for the management of my retirement funds. Highly recommended Five Stars!"
"Ensuring we have financial stability now and in the future is important to us. We've been working with Marty Urbanowicz and Rock Martin Management since 2020. Marty's attention to detail, sense of urgency and accessibility is top notch. He is always available to answer questions, provide guidance and is completely dedicated to our success. He has invested time in understanding our goals and provided tailored recommendations to help us achieve our objectives. Through ongoing discussions and continuous education, he has reduced any fears or uneasiness we may have had regarding our financial outlook. Marty has grown to be a trusted advisor to us and our experience with him has been incredible."
"Marty – A Financial Wizard Who Delivers Beyond Expectations! From day one, Marty has demonstrated an unparalleled level of expertise, dedication, and a genuine commitment to helping me achieve my financial goals. His strategic approach to investing has not only beaten the market but has also generated substantial gains for my portfolio. Marty's keen insights into market trends and his ability to adapt to changing economic conditions truly set him apart in the world of finance. Beyond the impressive results, Marty has provided me with a sense of peace of mind that is truly invaluable. He takes the time to thoroughly explain investment strategies, risk factors, and potential outcomes, ensuring that I fully understand every aspect of my financial plan. This transparency and communication have instilled a high level of trust in our professional relationship. Marty took the time to understand my unique financial situation, risk tolerance, and long-term objectives. His tailored approach has made me feel like more than just a client; Marty genuinely cares about my financial well-being. In addition, Marty's professionalism and responsiveness are commendable. He has always promptly addressed any questions or concerns I may have and keeps me informed about changes in the market that may impact my portfolio. Working with Marty has been a game-changer for me, and I wholeheartedly recommend him to anyone seeking a financial planner and investment broker who not only delivers impressive results but also prioritizes their clients' peace of mind. Thank you, Marty, for your exceptional service and for helping me navigate the complexities of the financial world with confidence and success!"
"I highly recommend Marty Urbanowicz and Rock Martin Management. Although I’ve only been with them 3 years it feels much longer and they feel like family. Marty is extremely knowledgeable about the market and he manages your money as if it were his own. He keeps you abreast of your portfolio and encourages you to reach out to him with any questions and concerns. If he is unavailable for any reason a co-worker has always immediately stepped in to handle my needs. Marty was referred to me and it was an excellent referral."
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